Davis Real Financials
| DREYX Fund | USD 46.24 0.19 0.41% |
Davis |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Davis Real Fund Summary
Davis Real competes with Realty Income, Dynex Capital, First Industrial, Healthcare Realty, and Kennedy Wilson. The funds investment adviser uses the Davis Investment Discipline to invest at least 80 percent of the funds net assets, plus any borrowing for investment purposes, in securities issued by companies principally engaged in the real estate industry. The fund invests principally in common stocks of domestic companies and may invest in foreign companies .Specialization | Real Estate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Davis Series |
| Mutual Fund Family | Davis Funds |
| Mutual Fund Category | Real Estate |
| Benchmark | Dow Jones Industrial |
| Phone | 800 279 0279 |
| Currency | USD - US Dollar |
Davis Real Key Financial Ratios
Davis Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Davis Real's current stock value. Our valuation model uses many indicators to compare Davis Real value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Davis Real competition to find correlations between indicators driving Davis Real's intrinsic value. More Info.Davis Real Estate is rated # 3 fund in price to earning among similar funds. It is rated # 5 fund in price to book among similar funds fabricating about 0.04 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Davis Real Estate is roughly 22.88 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Davis Real's earnings, one of the primary drivers of an investment's value.Davis Real Estate Systematic Risk
Davis Real's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Davis Real volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Davis Real Estate correlated with the market. If Beta is less than 0 Davis Real generally moves in the opposite direction as compared to the market. If Davis Real Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Davis Real Estate is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Davis Real is generally in the same direction as the market. If Beta > 1 Davis Real moves generally in the same direction as, but more than the movement of the benchmark.
Davis Real Thematic Clasifications
Davis Real Estate is part of Realty Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in real estate backed instruments. Funds or Etfs investing in real estate backed instruments or issues backed by different types of commercial properties
This theme covers Funds investing in real estate backed instruments. Funds or Etfs investing in real estate backed instruments or issues backed by different types of commercial properties. Get More Thematic Ideas
Davis Real Estate is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Real Estate category is currently estimated at about 115.43 Billion. Davis Real adds roughly 163.97 Million in net asset claiming only tiny portion of funds listed under Real Estate category.| Realty Funds | View |
Davis Real December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Davis Real help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Davis Real Estate. We use our internally-developed statistical techniques to arrive at the intrinsic value of Davis Real Estate based on widely used predictive technical indicators. In general, we focus on analyzing Davis Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Davis Real's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8991 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 3.52 | |||
| Value At Risk | (1.33) | |||
| Potential Upside | 1.34 |
Other Information on Investing in Davis Mutual Fund
Davis Real financial ratios help investors to determine whether Davis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Davis with respect to the benefits of owning Davis Real security.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |